The outcome

Answer from authorized sources with evidence and abstention without leaking files or granting an extension excessive access.

Step by step

A workflow you can repeat.

  1. 01

    Define audience, source owners, document classes, access rules, freshness, answer and citation requirements, model and embedding providers, tools, retention, and approval boundaries.

  2. 02

    Create an isolated knowledge collection, ingest minimal approved files, remove secrets and unnecessary personal data, and record owner, version, rights, tenant, and expiry metadata.

  3. 03

    Configure a narrow assistant with evidence-first instructions and abstention, bind knowledge to the correct user or tenant, and add only read-only plugins or MCP tools from reviewed sources.

  4. 04

    Test retrieval relevance, missing and conflicting evidence, stale sources, cross-tenant IDs, document prompt injection, malicious tool output, oversized files, provider failure, and unauthorized actions.

  5. 05

    Review citations and traces, reindex approved updates, audit tool and knowledge permissions, monitor provider cost, and support source removal, user export, deletion, and immediate extension disable.

Working standard

What good use looks like.

  • Bind knowledge to authenticated tenants.
  • Require evidence or abstention.
  • Vet every plugin and MCP server.

Official references

Check the current product documentation.